Civic Intelligence

Planners Advisory Services Inc

Plan context: Planners Advisory Services Inc Epst

EIN 42-1307335 • 18 filings • 3 plans

Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,671,558

2017 Contributions

$64,717

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,671,558$835,779$0199920102017YearValue
$1,671,558Latest year 2017

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530199920092017YearValue
3Latest year 2017

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201713$1,671,558$64,717$21,572iApproximate average salary by contribution assumption: employee only about $539,308 at 4% or $359,539 at 6%; with 50% employer match about $359,539 at 4% or $239,693 at 6%; with 100% employer match about $269,654 at 4% or $179,769 at 6%.
Planners Advisory Services Inc Epst-3$1,671,558$64,717$21,572iApproximate average salary by contribution assumption: employee only about $539,308 at 4% or $359,539 at 6%; with 50% employer match about $359,539 at 4% or $239,693 at 6%; with 100% employer match about $269,654 at 4% or $179,769 at 6%.
201613$1,286,819$66,759$22,253iApproximate average salary by contribution assumption: employee only about $556,325 at 4% or $370,883 at 6%; with 50% employer match about $370,883 at 4% or $247,256 at 6%; with 100% employer match about $278,163 at 4% or $185,442 at 6%.
Planners Advisory Services Inc Epst-3$1,286,819$66,759$22,253iApproximate average salary by contribution assumption: employee only about $556,325 at 4% or $370,883 at 6%; with 50% employer match about $370,883 at 4% or $247,256 at 6%; with 100% employer match about $278,163 at 4% or $185,442 at 6%.
201514$1,131,971$63,556$15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%.
Planners Advisory Services Inc Epst-4$1,131,971$63,556$15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%.
201413$1,141,289$64,170$21,390iApproximate average salary by contribution assumption: employee only about $534,750 at 4% or $356,500 at 6%; with 50% employer match about $356,500 at 4% or $237,667 at 6%; with 100% employer match about $267,375 at 4% or $178,250 at 6%.
Planners Advisory Services Inc Epst-3$1,141,289$64,170$21,390iApproximate average salary by contribution assumption: employee only about $534,750 at 4% or $356,500 at 6%; with 50% employer match about $356,500 at 4% or $237,667 at 6%; with 100% employer match about $267,375 at 4% or $178,250 at 6%.
201313$1,045,466$64,788$21,596iApproximate average salary by contribution assumption: employee only about $539,900 at 4% or $359,933 at 6%; with 50% employer match about $359,933 at 4% or $239,956 at 6%; with 100% employer match about $269,950 at 4% or $179,967 at 6%.
Planners Advisory Services Inc Epst-3$1,045,466$64,788$21,596iApproximate average salary by contribution assumption: employee only about $539,900 at 4% or $359,933 at 6%; with 50% employer match about $359,933 at 4% or $239,956 at 6%; with 100% employer match about $269,950 at 4% or $179,967 at 6%.
201213$765,421$51,994$17,331iApproximate average salary by contribution assumption: employee only about $433,283 at 4% or $288,856 at 6%; with 50% employer match about $288,856 at 4% or $192,570 at 6%; with 100% employer match about $216,642 at 4% or $144,428 at 6%.
Planners Advisory Services Inc Epst-3$765,421$51,994$17,331iApproximate average salary by contribution assumption: employee only about $433,283 at 4% or $288,856 at 6%; with 50% employer match about $288,856 at 4% or $192,570 at 6%; with 100% employer match about $216,642 at 4% or $144,428 at 6%.
201113$643,620$49,750$16,583iApproximate average salary by contribution assumption: employee only about $414,583 at 4% or $276,389 at 6%; with 50% employer match about $276,389 at 4% or $184,259 at 6%; with 100% employer match about $207,292 at 4% or $138,194 at 6%.
Planners Advisory Services Inc Epst-3$643,620$49,750$16,583iApproximate average salary by contribution assumption: employee only about $414,583 at 4% or $276,389 at 6%; with 50% employer match about $276,389 at 4% or $184,259 at 6%; with 100% employer match about $207,292 at 4% or $138,194 at 6%.
201013$710,070$45,255$15,085iApproximate average salary by contribution assumption: employee only about $377,125 at 4% or $251,417 at 6%; with 50% employer match about $251,417 at 4% or $167,611 at 6%; with 100% employer match about $188,563 at 4% or $125,708 at 6%.
Planners Advisory Services Inc Epst-3$710,070$45,255$15,085iApproximate average salary by contribution assumption: employee only about $377,125 at 4% or $251,417 at 6%; with 50% employer match about $251,417 at 4% or $167,611 at 6%; with 100% employer match about $188,563 at 4% or $125,708 at 6%.
200913$589,797$45,936$15,312iApproximate average salary by contribution assumption: employee only about $382,800 at 4% or $255,200 at 6%; with 50% employer match about $255,200 at 4% or $170,133 at 6%; with 100% employer match about $191,400 at 4% or $127,600 at 6%.
Planners Advisory Services Inc Epst-3$589,797$45,936$15,312iApproximate average salary by contribution assumption: employee only about $382,800 at 4% or $255,200 at 6%; with 50% employer match about $255,200 at 4% or $170,133 at 6%; with 100% employer match about $191,400 at 4% or $127,600 at 6%.
200813$516,951$43,934$14,645iApproximate average salary by contribution assumption: employee only about $366,117 at 4% or $244,078 at 6%; with 50% employer match about $244,078 at 4% or $162,719 at 6%; with 100% employer match about $183,058 at 4% or $122,039 at 6%.
Planners Advisory Services Inc Epst-3$516,951$43,934$14,645iApproximate average salary by contribution assumption: employee only about $366,117 at 4% or $244,078 at 6%; with 50% employer match about $244,078 at 4% or $162,719 at 6%; with 100% employer match about $183,058 at 4% or $122,039 at 6%.
200714$0$0-
Planners Advisory Services Inc Epst-4---
200614$664,771$62,714$15,679iApproximate average salary by contribution assumption: employee only about $391,963 at 4% or $261,308 at 6%; with 50% employer match about $261,308 at 4% or $174,206 at 6%; with 100% employer match about $195,981 at 4% or $130,654 at 6%.
Planners Advisory Services Inc Epst-4$664,771$62,714$15,679iApproximate average salary by contribution assumption: employee only about $391,963 at 4% or $261,308 at 6%; with 50% employer match about $261,308 at 4% or $174,206 at 6%; with 100% employer match about $195,981 at 4% or $130,654 at 6%.
200515$536,365$54,298$10,860iApproximate average salary by contribution assumption: employee only about $271,490 at 4% or $180,993 at 6%; with 50% employer match about $180,993 at 4% or $120,662 at 6%; with 100% employer match about $135,745 at 4% or $90,497 at 6%.
Planners Advisory Services Inc Epst-5$536,365$54,298$10,860iApproximate average salary by contribution assumption: employee only about $271,490 at 4% or $180,993 at 6%; with 50% employer match about $180,993 at 4% or $120,662 at 6%; with 100% employer match about $135,745 at 4% or $90,497 at 6%.
200414$450,133$48,316$12,079iApproximate average salary by contribution assumption: employee only about $301,975 at 4% or $201,317 at 6%; with 50% employer match about $201,317 at 4% or $134,211 at 6%; with 100% employer match about $150,988 at 4% or $100,658 at 6%.
Planners Advisory Services Inc Epst-4$450,133$48,316$12,079iApproximate average salary by contribution assumption: employee only about $301,975 at 4% or $201,317 at 6%; with 50% employer match about $201,317 at 4% or $134,211 at 6%; with 100% employer match about $150,988 at 4% or $100,658 at 6%.
200315$380,061$54,398$10,880iApproximate average salary by contribution assumption: employee only about $271,990 at 4% or $181,327 at 6%; with 50% employer match about $181,327 at 4% or $120,884 at 6%; with 100% employer match about $135,995 at 4% or $90,663 at 6%.
Planners Advisory Services Inc Epst-5$380,061$54,398$10,880iApproximate average salary by contribution assumption: employee only about $271,990 at 4% or $181,327 at 6%; with 50% employer match about $181,327 at 4% or $120,884 at 6%; with 100% employer match about $135,995 at 4% or $90,663 at 6%.
200214$0$0-
Planners Advisory Services Inc Epst-4---
200115$0$0-
Planners Advisory Services Inc Epst-5---
199914$462,563$28,290$7,073iApproximate average salary by contribution assumption: employee only about $176,813 at 4% or $117,875 at 6%; with 50% employer match about $117,875 at 4% or $78,583 at 6%; with 100% employer match about $88,406 at 4% or $58,938 at 6%.
Planners Advisory Services Inc Epst-4$462,563$28,290$7,073iApproximate average salary by contribution assumption: employee only about $176,813 at 4% or $117,875 at 6%; with 50% employer match about $117,875 at 4% or $78,583 at 6%; with 100% employer match about $88,406 at 4% or $58,938 at 6%.